RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
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- Title
- Client Servicing Associatereportednhwmllc.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- N•• H••••••• W••••• M••••••••• independent RIA currentsince Oct 9, 2024 · Cedar Knolls, Nj
- D•••••• L••• S••••• L•• formerApr 11, 2022 to Jul 9, 2024 · Rome, Ga
- P•••••• 7• C•••••• independent RIAJan 15, 2021 to Dec 9, 2022 · Cincinnati, Oh
- S••••••••• W••••• M••••••••• L•• formerDec 20, 2012 to Dec 31, 2020 · Greenville, Sc
- D•••••• L••• S••••• L•• to N•• H••••••• W••••• M•••••••••left Jul 9, 2024, registered Oct 9, 2024 (92 days) · RIA to RIA
- P•••••• 7• C•••••• to D•••••• L••• S••••• L••left Dec 9, 2022, registered Apr 11, 2022 (-242 days) · RIA to RIA · moved with a team
- S••••••••• W••••• M••••••••• L•• to P•••••• 7• C••••••left Dec 31, 2020, registered Jan 15, 2021 (15 days) · RIA to RIA · moved with a team
- V••••••• C••••• S••••••• left D•••••• L••• S••••• L•• for N•• H••••••• W••••• M••••••••• (registered 2024-10-09)Jul 9, 2024 · Advisor changed firm · fact
- V••••••• C••••• S••••••• left P•••••• 7• C•••••• for D•••••• L••• S••••• L•• (registered 2022-04-11)Dec 9, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address